WHCI
IAGG icon

W.H. Cornerstone Investments’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

W.H. Cornerstone Investments’s Portfolio IAGG Stock Details IAGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Hold
6,318
– – 0.2% 90
2025
Q4 		$316K Hold
6,318
– – 0.19% 88
2025
Q3 		$324K Hold
6,318
– – 0.2% 87
2025
Q2 		$323K Sell
6,318
-1,598
-20% -$81K 0.2% 87
2025
Q1 		$396K Buy
+7,916
New +$396K 0.27% 80

Other funds holding IAGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

W.H. Cornerstone Investments's IAGG Position: Q1 2026 in Review

W.H. Cornerstone Investments held its iShares Core International Aggregate Bond Fund (IAGG) position steady in Q1 2026 at 6,318 shares worth $316K. The position accounts for 0.2% of the portfolio, ranked #90.

W.H. Cornerstone Investments first reported a position in IAGG in Q1 2025 and has held it in 5 quarters since. The position peaked at $396K in Q1 2025. 665 funds tracked by Wall St. Rank hold IAGG as of Q1 2026.

  • W.H. Cornerstone Investments held 6,318 shares of iShares Core International Aggregate Bond Fund worth $316K as of Q1 2026.
  • W.H. Cornerstone Investments left its iShares Core International Aggregate Bond Fund share count unchanged in Q1 2026.
  • iShares Core International Aggregate Bond Fund made up 0.2% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #90 holding.
  • W.H. Cornerstone Investments first reported a position in iShares Core International Aggregate Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • W.H. Cornerstone Investments's iShares Core International Aggregate Bond Fund position peaked at $396K in Q1 2025.
  • 665 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.